| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UPMC HEALTH PLAN | $23K | — | $23K | 2.20% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UPMC HEALTH PLAN | $11K | — | $11K | 1.92% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UPMC HEALTH PLAN | $3K | — | $3K | 1.92% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE CO OF CANADA | $12K | — | $12K | 14.79% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: TRION GROUP/A MARSH & MCLENNAN AGEN | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UNION SECURITY INSURANCE COMPANY | $6K | $152 | $6K | 10.27% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | UPMC HEALTH PLAN | $1K | — | $1K | 1.97% |
| MARSH & MCLENNAN AGENCY LLC Filed as: MARSH MCLENNAN AGENCY | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | SUN LIFE ASSURANCE CO OF CANADA | $4K | — | $4K | 14.66% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 190 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 190 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts) | UPMC HEALTH PLAN | 168 | $1.8M |
| Dental | UNION SECURITY INSURANCE COMPANY | 156 | $63K |
| Life insurance | SUN LIFE ASSURANCE CO OF CANADA | 190 | $81K |
| Long-term disability | SUN LIFE ASSURANCE CO OF CANADA | 127 | $29K |
| Prescription drug(4 contracts) | UPMC HEALTH PLAN | 168 | $1.8M |
| Other | UPMC HEALTH PLAN | 105 | $574K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 190 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.